Lake Street Advisors Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Buy |
36,239
+811
| +2% | +$24.6K | 0.05% | 211 |
|
|
2024
Q3 | $1.1M | Sell |
35,428
-968
| -3% | -$29.9K | 0.05% | 204 |
|
|
2024
Q2 | $1.08M | Sell |
36,396
-1,269
| -3% | -$37.5K | 0.05% | 202 |
|
|
2024
Q1 | $1.16M | Buy |
37,665
+2,229
| +6% | +$68.5K | 0.05% | 204 |
|
|
2023
Q4 | $1.09M | Buy |
35,436
+1,596
| +5% | +$49.3K | 0.06% | 209 |
|
|
2023
Q3 | $834K | Sell |
33,840
-151
| -0.4% | -$3.72K | 0.05% | 175 |
|
|
2023
Q2 | $689K | Buy |
33,991
+1,764
| +5% | +$35.8K | 0.04% | 191 |
|
|
2023
Q1 | $688K | Buy |
32,227
+1,166
| +4% | +$24.9K | 0.04% | 179 |
|
|
2022
Q4 | $580K | Sell |
31,061
-2,841
| -8% | -$53.1K | 0.04% | 183 |
|
|
2022
Q3 | $492K | Sell |
33,902
-10,790
| -24% | -$157K | 0.04% | 187 |
|
|
2022
Q2 | $725K | Sell |
44,692
-4,508
| -9% | -$73.1K | 0.05% | 160 |
|
|
2022
Q1 | $961K | Sell |
49,200
-79
| -0.2% | -$1.54K | 0.06% | 148 |
|
|
2021
Q4 | $881K | Buy |
+49,279
| New | +$881K | 0.06% | 149 |
|
|
2021
Q3 | – | Sell |
-25,842
| Closed | -$441K | – | 408 |
|
|
2021
Q2 | $441K | Buy |
25,842
+4,821
| +23% | +$82.3K | 0.03% | 181 |
|
|
2021
Q1 | $326K | Buy |
21,021
+356
| +2% | +$5.52K | 0.03% | 219 |
|
|
2020
Q4 | $292K | Buy |
20,665
+1,134
| +6% | +$16K | 0.02% | 226 |
|
|
2020
Q3 | $218K | Buy |
19,531
+430
| +2% | +$4.8K | 0.02% | 251 |
|
|
2020
Q2 | $220K | Buy |
19,101
+4,802
| +34% | +$55.3K | 0.02% | 243 |
|
|
2020
Q1 | $132K | Buy |
+14,299
| New | +$132K | 0.02% | 239 |
|
|
2019
Q3 | – | Sell |
-11,265
| Closed | -$133K | – | 243 |
|
|
2019
Q2 | $133K | Buy |
+11,265
| New | +$133K | 0.01% | 219 |
|
|
2018
Q4 | – | Sell |
-10,165
| Closed | -$160K | – | 223 |
|
|
2018
Q3 | $160K | Buy |
+10,165
| New | +$160K | 0.02% | 206 |
|